Wealthfront Corp (WLTH)

Price$9.58Cached quote
WLTHNasdaq
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Financial charts

Net income

Total cash / debt

CashTotal debt

Financial statements

3 annual periodsNewest to oldest
202620252024
Revenue$365.0M$308.9M$216.7M
Gross profit$327.0M$277.9M$193.8M
Gross margin89.59%89.97%89.43%
Research & development$212.4M$64.5M$57.6M
Operating expenses$476.2M$187.4M$135.1M
Operating income−$111.2M$121.5M$81.6M
Operating margin−30.46%39.33%37.64%
EBITDA−$93.0M$148.3M$86.6M
EBITDA margin−25.47%48.01%39.97%
Net income−$42.1M$194.4M$77.0M
Net profit margin−11.53%62.96%35.52%
Basic EPSper basic share-$0.74$4.99$2.06
Diluted EPSper diluted share-$0.76$1.31$0.54

Owners

Reported shareholders

Reference date Jun 30, 2026
RACHLEFF ANDREW S · ≈11.56% of listed sharesTIGER GLOBAL MANAGEMENT LLC · ≈10.15% of listed sharesDAG Ventures IV-QP, L.P. / Cadeddu John J. / DAG Ventures IV, L.P. / Goodrich R. Thomas / DAG Ventures IV-A, LLC / DAG Ventures Management IV, LLC · ≈9.25% of listed sharesDAG VENTURES, LLC · ≈9.25% of listed sharesVolpi Michelangelo · ≈8.64% of listed sharesIndex Venture Associates VI Ltd · ≈6.33% of listed sharesBlackRock, Inc. · ≈5.60% of listed sharesRibbit Management Company, LLC · ≈3.67% of listed sharesWELLINGTON MANAGEMENT GROUP LLP · ≈2.82% of listed sharesFMR LLC · ≈2.52% of listed sharesT. Rowe Price Investment Management, Inc. · ≈2.33% of listed sharesJPMORGAN CHASE & CO · ≈2.00% of listed sharesIEQ CAPITAL, LLC · ≈1.85% of listed sharesNorth Reef Capital Management LP · ≈1.64% of listed sharesCITADEL ADVISORS LLC · ≈1.56% of listed sharesFortunato David · ≈1.31% of listed sharesVANGUARD CAPITAL MANAGEMENT LLC · ≈1.07% of listed sharesSTATE STREET CORP · ≈0.90% of listed sharesUBS Group AG · ≈0.69% of listed sharesGEODE CAPITAL MANAGEMENT, LLC · ≈0.69% of listed shares
≈11.56%of listed shares
RACHLEFF ANDREW S17.26M shares · Mar 15, 2026
View holders
Top 20 reported holders of WLTH
Holder% owned
RACHLEFF ANDREW S
≈11.56%17.26M shares
TIGER GLOBAL MANAGEMENT LLC
≈10.15%15.16M shares
DAG Ventures IV-QP, L.P. / Cadeddu John J. / DAG Ventures IV, L.P. / Goodrich R. Thomas / DAG Ventures IV-A, LLC / DAG Ventures Management IV, LLC
≈9.25%13.81M shares
DAG VENTURES, LLC
≈9.25%13.81M shares
Volpi Michelangelo
≈8.64%12.91M shares
Index Venture Associates VI Ltd
≈6.33%9.46M shares
BlackRock, Inc.
≈5.60%8.36M shares
Ribbit Management Company, LLC
≈3.67%5.48M shares
WELLINGTON MANAGEMENT GROUP LLP
≈2.82%4.21M shares
FMR LLC
≈2.52%3.77M shares
T. Rowe Price Investment Management, Inc.
≈2.33%3.47M shares
JPMORGAN CHASE & CO
≈2.00%2.99M shares
IEQ CAPITAL, LLC
≈1.85%2.76M shares
North Reef Capital Management LP
≈1.64%2.44M shares
CITADEL ADVISORS LLC
≈1.56%2.34M shares
Fortunato David
≈1.31%1.96M shares
VANGUARD CAPITAL MANAGEMENT LLC
≈1.07%1.6M shares
STATE STREET CORP
≈0.90%1.34M shares
UBS Group AG
≈0.69%1.03M shares
GEODE CAPITAL MANAGEMENT, LLC
≈0.69%1.03M shares

Percentages use 149.36M shares of this listed class outstanding on Jun 11, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.

Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.

Source: SEC Form 4 ↗Updated Sep 29, 2026 · Quarterly data

Insider buys & sells

Jul 1, 2024–Jun 30, 2026
Buys0$0.00 disclosed value
Sells (SEC code S)16$128.46M disclosed value
16 recent transactions
TransactionInsiderTypeSharesPriceValueOwned after
Jun 17, 2026Form 4 · 10b5-1Lin LaurenCLO, CCO and SecretarySellCommon Stock4.8K$8.45$40.9K158.1K
Jun 17, 2026Form 4 · 10b5-1Wetterwald JulienChief Technology OfficerSellCommon Stock39.8K$8.46$336.8K727.1K
Jun 17, 2026Form 4 · 10b5-1IYER KALVP, EngineeringSellCommon Stock28.5K$8.46$241.1K225.8K
Jun 15, 2026Form 4 · 10b5-1IYER KALVP, EngineeringSellCommon Stock45.8K$8.92$408.3K254.3K
Jun 15, 2026Form 4 · 10b5-1WILSON L MICHELLEDirectorSellCommon Stock638$9.12$5.8K7.9K

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